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Reviewing and Processing Bulk Operations

Check the contents of the CSV file, fix errors, and submit for processing

Once you've uploaded your CSV file, you can review all the card operations before processing them. This step helps you spot and resolve any errors.

How to review your bulk operations

  1. Go to the Cards screen
  2. Click Bulk Operations above the card list
  3. Click the row of the bulk operation you want to review

You'll see a table showing all the card operations from your uploaded file. Each row represents a single operation, just like in your CSV.

Navigate and organise the table

Search for specific operations

Use the search box at the top left to quickly find particular card operations.

Sort and filter columns

Click the … in any column header to sort or filter by that column's values.

Choose which columns to display

Click the Columns button in the top right to show or hide columns. By default, Modulr displays all columns from your uploaded CSV.

For example, if all operations are Create or all cards use the same Account ID, you might want to hide those columns to reduce clutter and make the important information easier to see.

Understanding errors

If the system detects errors during upload, you'll see them right away:

  • Error rows appear at the top of the table
  • The first column shows an Error label
  • Columns with errors have a red outline and a circled exclamation mark icon
  • Hover over the icon to see exactly what's wrong
  • If you can't see the error field, scroll right to find it

Don't worry if you see errors—you have two options:

  1. Process the valid operations now and fix errors later
  2. Resolve the errors first, then process everything together

How to process your bulk operations

  1. Go to the Cards screen
  2. Click Bulk Operations above the card list
  3. Click the row of the bulk operation you want to process
  4. Click Process at the bottom of the table
  5. Review the summary and click Yes, Process

What happens to errors?

Operations with errors won't be processed. They'll stay in the table after processing completes, so you can reference them when fixing issues.

If you change your mind, click No, Go Back to return to the review screen.

Monitor processing progress

Once processing starts:

  • You'll see a progress bar showing how far along the system is
  • The bulk operation's status changes to "Processing"
  • Processing can take a while, especially for large number of operations

Need to do something else while you wait? Click Close to continue working in other parts of the portal. Processing will continue in the background.

Review the results

When processing completes, you'll see a summary dialog. Click Close to view the card operations table.

If operations failed during processing:

  • Failed rows appear at the top of the table
  • The first column shows a Failed label
  • Unlike errors (which can't be processed), failed operations can be retried
  • Click Process again to retry them

If new errors were detected:

  • Error rows appear at the top with an Error label
  • Columns with errors have a red outline and exclamation mark icon
  • Hover over the icon to see details
  • See the Resolving Errors section below to fix them

Resolving errors

To fix errors found during upload or processing, you'll need to update your CSV file and upload it again.

Keep the same filename if you want the new file to replace the previous one. This is useful when you're correcting errors.

Rename the file if you want to keep both the original and the corrected version.

Common errors and solutions

Alias

  • "Must not be null" – The Alias is missing. Add a value.
  • "External reference can only have a maximum of 50 alphanumeric characters (including underscore, hyphen and space)" – The Alias contains restricted characters. Remove them.

Account ID

  • "Account ID (XXXXXXXXXX) not found" – The format is valid but the ID doesn't exist. Check the Import dialog or Accounts screen to find your available Account IDs.

Product Code

  • "Must not be null" – Product Code is missing. Add a valid product code.
  • "Id is invalid" – The Product Code contains restricted characters. Use only allowed characters.
  • "Product code (XXXXXXX) not found" – The format is valid but the code doesn't exist. Check the product code table in the Import dialog to find available codes.
  • "Account currency (XXX) does not match any of the product currencies ([XXX])" – The chosen product code isn't associated with the account's currency. Check the Import dialog for the correct product-currency mappings.

Auth Start

  • "Authorisation window start date must be before end date" – Auth Start is later than Auth End. Choose an earlier date.
  • "Authorisation window start date must be before cancellation date" – Auth Start is later than the Cancellation Date. Choose an earlier date.
  • "Authorisation window start date cannot be in the past" – The date has already passed. Choose a future date.

Auth End

  • "Authorisation window end date must be before expiry date" – Auth End is later than the Expiry Date. Choose an earlier date.
  • "Authorisation window end date must be before cancellation date" – Auth End is later than the Cancel Date. Choose an earlier date.
  • "Must be a future date" – The date has already passed. Choose a future date.

Cancel Date

  • "Must be a future date" – The date has already passed. Choose a future date.
  • "Cancellation date must be before the expiry" – Cancel Date is later than the Expiry Date. Choose an earlier date.

Expiry Date

  • "Must not be null" – Expiry Date is missing. Add an expiry date.

Card ID

  • "Card ID (XXXXXXXXXX) not found" – The Card ID doesn't exist. Check the Card Details screen to verify the correct ID.

Custom Fields

  • "Keys (Custom Field1, Custom Field2) are required" – Values for required custom fields are missing. Provide values for all required custom fields.

Need more help with Bulk Operations?